← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	AIM Aigen Investment Management New York	$8.72M	+$5.98M	6	1.64%	Increased
452	Congress Wealth Management Boston, Massachusetts	$8.7M	-$49.9K	1	0.18%	Reduced
453	Gateway Investment Advisers Cincinnati, Ohio	$8.63M	+$169K	4	0.11%	Increased
454	SCM Sio Capital Management New York	$8.55M	+$10.7M	1	2.65%	New
455	HA Heartland Advisors Milwaukee, Wisconsin	$8.51M	+$2.75M	1	0.48%	Increased
456	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$8.49M	+$4.27M	10	1.1%	Increased
457	Luther King Capital Management (LKCM) Fort Worth, Texas	$8.45M	-$2.9M	3	0.04%	Reduced
458	UniSuper Management Melbourne, Victoria, Australia	$8.33M	-$53.9K	4	0.1%	Reduced
459	Inspire Investing Meridian, Idaho	$8.23M	+$2.11M	8	1.05%	Increased
460	VanEck Associates New York	$8.21M	+$2.23M	5	0.02%	Increased
461	Cambridge Investment Research Advisors Fairfield, Iowa	$8.13M	-$6.25M	5	0.04%	Reduced
462	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$8.12M	-$4.85M	1	0.82%	Reduced
463	CIBC World Markets New York	$8.11M	+$1.87M	5	0.08%	Increased
464	PVI Pura Vida Investments New York	$8.03M	-$3.7M	1	1.52%	Reduced
465	D.A. Davidson & Co Great Falls, Montana	$8.03M	+$448K	4	0.09%	Increased
466	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.99M	-$80.4K	1	0.99%	Reduced
467	SAM Synergy Asset Management Vancouver, Washington	$7.94M	+$9.71M	1	1.57%	New
468	PM Prosight Management Dallas, Texas	$7.94M	+$10.1M	1	2.52%	New
469	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$7.92M	+$239K	2	0.32%	Increased
470	Crossmark Global Holdings Houston, Texas	$7.92M	+$339K	9	0.18%	Increased
471	Empowered Funds Havertown, Pennsylvania	$7.89M	-$2.44M	2	0.23%	Reduced
472	Första AP-fonden Stockholm, Sweden	$7.89M	-$4.34M	2	0.09%	Reduced
473	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$7.88M	+$4.9M	1	0.43%	Increased
474	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$7.77M	+$15.3K	1	1.71%	Increased
475	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$7.77M	-$5.06K	4	0.1%	Reduced